Tue, Aug 03 Wed, Aug 04 Thu, Aug 05 Fri, Aug 06 Sat, Aug 07 Sun, Aug 08 Mon, Aug 09 Tue, Aug 10 Wed, Aug 11 Thu, Aug 12

AMD - Advanced Micro Devices

146
Same here. I turned a $10k account into a $50k account buying AMD calls starting this last June.
93
I have both AMD and Nvidia. I bought my AMD when it was $1.96 - 10 years ago! This run has been amazing!
51
For anyone who doesn't know anything about Microvast: **A little about the company** \- Founded in 2006 \- 3.8b+ miles tested \- 30k batteries in 19 countries \- 0 accidents \- 550+ patents \- 3 factories across 3 continents Ya'll do the math.... At the underweight rating of 6$ = 1.8b MC. but.... $MVST currently has: \- 880m$ received upon merger (last week) \- 1.5b in contracts until 2027 \- 2 marquee customers to be announced - including 1 luxury car company. \- 100m contract announced last week \- 87% compounded YoY growth until 2025 \- Soon to be EBIDTA positive. (I believe by next year) And these are just basic financial info about the company. \+ R&D with BMW, Argonne labs. W/ quarterly reports to USCAR (F, GM, the DOE). If you really want the most current operations info, watch the COO speak. This was from a week ago. [https://cheddar.com/media/microvast-goes-public-on-nasdaq-via-spac](https://cheddar.com/media/microvast-goes-public-on-nasdaq-via-spac) *"The only reason we went to the public market was to raise enough capital to the orders we currently have in place. We won more business than we have capacity for. And seeing our pipeline going forward, we see that continuing."* $MVST will soon see its current FAIR VALUE -- which should be around 10b$ = 30$ SP. (And I feel like that's conservative) I think we are close with this show of manipulation. It's their last hand to play. There are no more shares to borrow... FYI -- This is a stock you hold for years and watch it grow like AMD at 10$.
50
Censored Content - View on site
39
Imagine selling AMD at 76 and buy viac and sofi. -15% so far, i love my life.

GME - GameStop

260
Censored Content - View on site
72
🧻🤲 #GME for #HOOD. How ironic!
70
GME price action are trying to bore us to get us out, it's not working :D
62
GME GUH STILL HODDLING BUT IT'S ROUGH
53
GME bears, I've been doing this since December and none of you know what your talking about and always run away when the stock bounces back up. I have Patience and I can't be scared.

CRSR - Corsair Gaming

98
[deleted]
77
Censored Content - View on site
64
/r/wallstreetbets: >CRSR IS FREE CASH. MY SHARE AVERAGE $40 AND I BOUGHT CALLS. THINKING ABOUT SELLING PUTS TOO. IT’S FREE MONEY! **It was not**
62
"CNBC adds CRSR to its famous disruptor list as it has done nothing but disrupt the portfolios of retail traders on the popular WSB subreddit."
51
I don't even understand which idiots are selling CRSR so low.

TSLA - Tesla

371
Censored Content - View on site
50
Censored Content - View on site
27
TSLA 750 EOW 🥵
16
TSLA goes on the pump list now?
13
Everyone’s in AMD and I’m just hoping TSLA closes green.

CLOV - Clover Health Investments

454
Probably the only portfolio where CLOV is the best performing. Except for mine of course..
18
On the 20th You made $295 off of CLNE and CLOV! … NICE!!
14
I’ve sold same CLOV calls. Theta gang.
11
looks like its CLOV time
11
So buy CLOV ?

BB - BlackBerry

264
#selling BB during the last run was good for my mental health
50
So iron condors to rake in premium while BB trades sideways?
25
Censored Content - View on site
18
Who’s still holding BB bags?
17
BB MOON

AMC - AMC Entertainment

260
Censored Content - View on site
33
HOOD: This stock is gonna suck don't buy. Now here are my GME and AMC screenshots from Robinhood.
32
I’m hoping anyone who is shorting GME or AMC loses their ass.
22
Censored Content - View on site
18
Meme stonks like GME and AMC down and HOOD up parabolic. Almost poetic.

CLNE - Clean Energy Fuels

221
Censored Content - View on site
217
Censored Content - View on site
18
On the 20th You made $295 off of CLNE and CLOV! … NICE!!
18
Censored Content - View on site
6
Censored Content - View on site

PINS - Pinterest

229
Why do I always pick dogs. First PINS and now this.
7
PINS may run tomorrow!!
4
Autistic Gymnastics 🤸 $PINS
0
Was gonna play this but went with PINS instead.

QS - QuantumScape

91
Should be higher than QS and mods should stop removing posts. This has potential.
70
This is the biggest sleeper stock in the market right now. I’m virtually all in on this right now. Keep in mind we’re on the brink of an EV industrial revolution and this company is positioning itself to be one of the key players in it. For Christ’s sake QS is worth 10 billion (4x what were worth) and they don’t even have a product or revenue till 2025 (best case). Oh and don’t forget we’re also developing solid state in our new Florida r&d plant but no one prices that in
33
Microvast is being shorted like a mf. QS hit $130 on hype with NO products while Microvast has 400 patents, 3 factories, a contract with the US department of Energy, billions of miles on the road already, many partnerships….need I say more?!
27
He sucks it big... He also had 70 something pt on QS
6
Censored Content - View on site

BP - BP p.l.c .

217
Censored Content - View on site
2
Gona cash out of my BP 24.5C at market open and thinking abt another earning play, possibly ATVI 80P, MARO 12C, UAA 20P, DVN 26C….all 3DTE anyone in similar boat?
1
Don’t feel that stupid now to grab those BP 24.5C 3DTE

BABA - Alibaba Group Holding

71
"Your ADR are worthless, China will kill ADR share price" *BABA announces $15B ADR share buyback* Morons 😂
17
You need to break down AMZN down into its segments. AWS and Prime make up the bulk of their profits. E-commerce and warehousing do not make as much but the structure of the business is quite different to WISH. I would say that WISH is disrupting Dollar Tree, Thrift/Novelty shops. Wish has a lot of unique items that you won't find anywhere else. I am very bullish. They utilize customer payments and long shipping times to effectively get free financing for their operations so in the long run they won't need capital to keep the business running. Right now they have a huge marketing spend so you want to watch that along with MAU growth, and perhaps AOV if that info is published. The biggest threat to WISH is not AMZN but BABA. AliExpress sells a lot of similar products, they own Cai Niao which is basically like the global version of Amazon warehouses on steroids. Their goal is to get the majority of packages delivered from the warehouse in China to your door in 72 hours. I have used both Wish and AliExpress recently, and AliExpress had gotten a lot faster, whereas my Wish producs never arrived and I had to apply for a refund. I am long both WISH and BABA, but WISH has a lot in the works (private label through Wish Select, free shipping through Wish Access, etc) which can make them competitive. PT: $69
16
BABA is on sale right now.
15
BABA is one of my biggest positions, still adding new jan 2023 calls. The fundamentals are strong, the sentiment is not,. But fundamentals win in the end
11
Those who went ballz deep into BABA, you have my condolences

MRNA - Moderna

11
Imagine buying MRNA leaps last year
10
No one watching MRNA? I've been in a while. Seems to be beating a lot of these meme stocks at the moment.
9
really wish i could afford MRNA puts, those options are way too expensive for me right now though
9
Bigly MRNA dump tomorrow
9
Maybe I shouldn't have talked myself out of buying those MRNA monthlys last week 🤡

CC - Chemours Company ( The )

65
BBagholders unite! I can't even sell CC against my shares anymore. the premium is pitiful
15
You don't really have any other choice but to 💎 hand. Might as well sell a CC and collect that premium.
12
Goddamnit CRSR. Here I go bagholding again. At least I sold some CC during the high IV. Making money that is less than the amount of money I'm losing is my specialty.
7
Censored Content - View on site
2
Anyone use the poor mans CC strategy?

COO - The Cooper Companies

51
For anyone who doesn't know anything about Microvast: **A little about the company** \- Founded in 2006 \- 3.8b+ miles tested \- 30k batteries in 19 countries \- 0 accidents \- 550+ patents \- 3 factories across 3 continents Ya'll do the math.... At the underweight rating of 6$ = 1.8b MC. but.... $MVST currently has: \- 880m$ received upon merger (last week) \- 1.5b in contracts until 2027 \- 2 marquee customers to be announced - including 1 luxury car company. \- 100m contract announced last week \- 87% compounded YoY growth until 2025 \- Soon to be EBIDTA positive. (I believe by next year) And these are just basic financial info about the company. \+ R&D with BMW, Argonne labs. W/ quarterly reports to USCAR (F, GM, the DOE). If you really want the most current operations info, watch the COO speak. This was from a week ago. [https://cheddar.com/media/microvast-goes-public-on-nasdaq-via-spac](https://cheddar.com/media/microvast-goes-public-on-nasdaq-via-spac) *"The only reason we went to the public market was to raise enough capital to the orders we currently have in place. We won more business than we have capacity for. And seeing our pipeline going forward, we see that continuing."* $MVST will soon see its current FAIR VALUE -- which should be around 10b$ = 30$ SP. (And I feel like that's conservative) I think we are close with this show of manipulation. It's their last hand to play. There are no more shares to borrow... FYI -- This is a stock you hold for years and watch it grow like AMD at 10$.
50
Remember when the COO said they went public because they had so many orders to fill but not enough capital to fill them all LMFAO.

PFE - Pfizer

56
my cousin is/was antivax and got sick and had to go to the ER and when they told him he got the covid he argued with them and said it was impossible because it's a scam lol anyways PFE calls
9
You know who didnt have any positions in PFE? The unvaccinated.
7
Thanks to the guy who pointed out the PFE $46 8/20 calls for a nickel last week. Got my 10 bagger. 😘😘
5
Paper handed my PFE calls at 600% like a bitch
5
My 306 PFE options are PRINTING! 🤑🍾🥂 Let’s GOOOO! 🥴

TLRY - Tilray

29
Weed is green, TLRY is red, i bought too much, account is ded
22
I haven't jacked it because I was waiting for a TLRY DD. Time to get to it.
21
launch the TLRY rocket! 🚀🚀🚀🚀🚀🌝
7
I hate TLRY with all my soul
6
Nice DD! Big TLRY fan here, but I do like how you included both pros and cons while most only include the good and leave out everything else

NKLA - Nikola

14
Imagine that a year ago there were perma🐻s who had lost almost everything shorting Tesla and finally went long NKLA because "it was the real deal and not a scam like Tesla" and lost what was left. I had never seen such retardation before.
12
NKLA beats earnings estimates due to someone finding a nickel on the ground last minute
11
Don't let this distract you from the fact that NKLA reported 0 dollars in revenue.
10
You know this market is legit when CRSR dumps at earnings and NKLA goes up after theirs
9
NKLA: we are having supply chain issues. ROFL. Nice scapegoat. Supply chain issues AKA we have no product, no working prototype but yea let's blame covid

ATVI - Activision Blizzard

12
All the crying in here over ATVI puts says a lot about some people’s inner workings. How can so many people see a stock that is already down 11% from last Monday and has beaten earnings 4 out of 4 of the last four quarters and think it will not only go down but go down enough to counteract the IV crush that happens after every earnings?
9
Censored Content - View on site
7
Where my ATVI people at? I’m getting red lobster tomorrow🦞
7
Any chance $ATVI hits $100 this week
6
lol ATVI DRILLING INTO ER GET POOTS!

DOW - Dow

77
MVST to $30 edit: This is made by /u/mvst_100_or_bust , and I added some other information to consolidate this into a massive-1 reddit post. Sorry for the wall of text, but there are sources everywhere and all of the information is verifiable. part 1 part 2 part 3 part 4 part 5 Now, for the part 6 with consolidated DD: DD part 6: Before I talk about Microvast, I have to talk about how Contemporary Amperex Technology (CATL) came about. It is the only way anyone will truly understand any of the following DD. CATL was founded in 2011, IPO'd in 2018 for $2.1 Billion, and ended that same day at a valuation of $12.3 Billion. Today, it's worth $120 Billion. How did this explosive growth happen with a company where 99% of its revenue was only coming from China? Well, you have to go back before 2011. CATL was spun off of Amperex Technology in 2011, with Amperex and CATL both being founded by Billionaire Zeng Yuqun. Founded in 1998, Amperex's growth was driven by its ability to manufacture batteries for consumer products (e.g phones, laptops, etc.) based on licenses they acquired from American institutions and companies like Valence Technology. It was such a success and they started producing batteries for top-tier companies like Apple. Eventually, Amperex was bought out by the TDK Corporation in 2005, becoming a subsidy ran by Yuqun. Then in 2011 CATL was spun off by Yuqun, based on the same exact strategy of purchasing advanced R&D licensing to manufacture superior EV batteries. However, it wasn't without help. They rode the coattails of the CCP's investment of over $60 Billion USD in electrifying China. To be eligible for any of the money on the table, everything had to be domestic, including the battery supply. On the supply side, there was little competition, with large Chinese automotive OEMs deciding to only produce batteries for themselves. CATL filled in the gap, their first big break being with BMW in 2013, eventually, CATL became the largest battery manufacturer in the world, in the world's largest EV market. Microvast, spinning off a chemical and material science company sold to DOW Chemical, sustained itself in a competitive industry. Unfortunately, it did not have as much success as CATL. Why that is, is for another post but major factors include high internal R&D costs, being too ahead of their time in regards to fast charging, and generally how subsidies were constructed for heavy vehicles in China despite making the most economical sense. With all of this out of the way, now we can actually talk about Microvast and its latest technology. But one more thing, it's best that I clear up relevant concepts relating to battery technology. While I expect most here to have a general understanding of how a battery works, I don't expect most to understand the underlying intricacies and nuances relevant but important to understanding battery technology. Below comment on a small fraction of concepts, I have noticed that is poorly understood among retail traders. 1. Battery technology is a multi-criteria optimization problem No one battery chemistry is perfect for all applications. Typically you are looking at several different characteristics of a battery such as energy density, power density, cost, safety, cycle life, efficiency, internal impedance, etc. Hopefully, you get the point. The end all be all is not energy density. More often than not an improvement in one metric causes a worsening in others. knowing the application at hand is very important. Even across EVs, there's a vast difference in needs when it comes to battery performance requirements. 2. Energy density (or any metric per mass) differs between levels of manufacturing If you're not specifying energy density by the level of subcomponents, cell, pack, module, or system, in my eyes it is meaningless. Below, courtesy of Löbberding et al. shows the vast difference you can get at the cell level (Blue) and system-level (orange).
Data courtesy of Reddit.. This is a work in progress, so check back. For more information contact Jordan.